BTG Pactual Empresas for NetSuite

BTG Pactual Empresas reconciliation and payments solutions for NetSuite

BTG Pactual Empresas offers a native integration with Oracle NetSuite that enables clients to automatically visualize balances, reconcile banking transactions, and execute payments directly within the ERP, eliminating the need for external banking portals, manual uploads, or parallel processes. Through this integration, financial teams gain real‑time access to banking data, consolidated visibility across accounts, and full transaction lifecycle management inside NetSuite — significantly improving operational efficiency, control, and financial visibility.

Key Benefits

The BTG Pactual Empresas SuiteApp for Oracle NetSuite completely eliminates manual processes such as downloading and importing bank statements. Balances and transactions are automatically synchronized in real time, ensuring that NetSuite always reflects the most up‑to‑date financial position. Enhanced by Open Finance, clients can securely consult balances and bank statements from multiple financial institutions, consolidated and made available directly inside NetSuite — with a single consent granted on the BTG Pactual Empresas platform. This automation drastically reduces the operational workload of finance teams, transforming repetitive manual tasks into automated processes and enabling full focus on strategic analysis and higher value‑added activities. The system automatically processes bank statements and balance inquiries, streamlining bank reconciliation and eliminating human errors related to manual typing and file imports. As a result, the monthly accounting close is significantly accelerated, providing immediate financial visibility through real‑time updated data within NetSuite. All imported transactions are displayed in NetSuite’s native Match Bank Data screen (Transactions > Bank > Match Bank Data), where users can perform bank reconciliation in a visual and intuitive way using interactive grids. Reconciliation becomes automatic and intelligent, with NetSuite Intelligent Transaction Matching identifying and categorizing transactions in real time, while smart notifications highlight relevant movements or exceptions.

How to integrate your BTG Pactual Empresas account to NetSuite? Follow these steps: 

1. Access the BTG Pactual Empresas Portal and go to the Integrations session.

2. Locate the NetSuite SuiteApp and give your consent to initiate the connection.

3. Then, access your account at NetSuite.

4. Go to the Brasil Bank Integration module and activate the integration.

5. Configure the data of the BTG branch and account.

By following these steps your account isintegrated.

Integrated Balance and Statement Resource

The BTG Pactual Empresas Integrated Balance and Statement Resource enables ERP to consult banking data directly at the source, with 100% security and performance.

In summary The integration of NetSuite + BTG Balance and Statement offers a complete experience of management and automated banking reconciliation, providing operational efficiency, financial control, and visibility in real time.